Purchases and Sales Made in Q4 2021 in Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE) during Q4 2021. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR US EMERGIN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-4.73K- 18.04% |
$136K - $151K
|
21.5K
$572K
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-4.74K- 35.46% |
$136K - $151K
|
8.62K
$229K
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-4.86K- 15.88% |
$139K - $155K
|
25.7K
$684K
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-5KClosed |
$143K - $160K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-5.05K- 2.74% |
$145K - $161K
|
179K
$4.77M
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-5.45K- 97.85% |
$156K - $174K
|
120
$3.19K
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
SELL
|
- |
-5.8K- 16.0% |
$166K - $185K
|
30.5K
$811K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.84K- 29.72% |
$167K - $187K
|
13.8K
$367K
|
|
|
Feb 11, 2022
Q4 2021
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-6.26KClosed |
$179K - $200K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-6.27K- 2.38% |
$180K - $200K
|
257K
$6.83M
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-6.36K- 21.01% |
$182K - $203K
|
23.9K
$636K
|
|
|
Feb 09, 2022
Q4 2021
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-6.41K- 2.86% |
$184K - $205K
|
218K
$5.79M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.42K- 5.35% |
$184K - $205K
|
114K
$3.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-6.65KClosed |
$191K - $212K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
SELL
|
- |
-6.76KClosed |
$194K - $216K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
SELL
|
- |
-6.8K- 8.44% |
$195K - $217K
|
73.8K
$1.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-6.86KClosed |
$197K - $219K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.32KClosed |
$210K - $234K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
SELL
|
- |
-7.51KClosed |
$215K - $240K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-7.55KClosed |
$217K - $241K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-7.56KClosed |
$217K - $242K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-7.58KClosed |
$217K - $242K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-7.68K- 3.1% |
$220K - $245K
|
240K
$6.39M
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-7.77KClosed |
$223K - $248K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-7.8KClosed |
$224K - $249K
|
0
$0
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.39K- 10.85% |
$241K - $268K
|
68.9K
$1.83M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-8.47KClosed |
$243K - $271K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-8.6K- 26.52% |
$247K - $275K
|
23.8K
$634K
|
|
|
Feb 03, 2022
Q4 2021
|
Savior LLC
|
SELL
|
- |
-8.69K- 8.58% |
$249K - $278K
|
92.6K
$2.46M
|
|
|
Feb 01, 2022
Q4 2021
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-8.91K- 10.84% |
$255K - $285K
|
73.3K
$1.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-9.73KClosed |
$279K - $311K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Mainstay Capital Management LLC
|
SELL
|
- |
-9.82KClosed |
$282K - $314K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Oak Family Advisors, LLC
|
SELL
|
- |
-9.85KClosed |
$283K - $315K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-10K- 5.41% |
$288K - $320K
|
175K
$4.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10.2K- 31.34% |
$293K - $326K
|
22.4K
$595K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.3K- 42.69% |
$295K - $329K
|
13.8K
$367K
|
|
|
Feb 08, 2022
Q4 2021
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-10.4K- 36.86% |
$299K - $333K
|
17.8K
$474K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-11.4K- 39.79% |
$328K - $366K
|
17.3K
$461K
|
|
|
Feb 14, 2022
Q4 2021
|
Fca Corp
Houston, TX |
SELL
|
- |
-11.6KClosed |
$332K - $369K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-11.6K- 17.56% |
$332K - $370K
|
54.3K
$1.44M
|
|
|
Feb 08, 2022
Q4 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-11.7K- 7.31% |
$337K - $375K
|
149K
$3.96M
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
SELL
|
- |
-12.1K- 35.93% |
$346K - $385K
|
21.5K
$572K
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
SELL
|
- |
-12.8K- 3.85% |
$368K - $411K
|
321K
$8.53M
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-12.9K- 38.56% |
$371K - $413K
|
20.6K
$548K
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-14.1K- 8.25% |
$406K - $452K
|
157K
$4.18M
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-15.1KClosed |
$433K - $482K
|
0
$0
|
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-15.3K- 78.04% |
$437K - $487K
|
4.29K
$114K
|
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-17.3KClosed |
$496K - $552K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-17.4K- 1.99% |
$499K - $556K
|
858K
$22.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-17.7K- 3.43% |
$506K - $564K
|
497K
$13.2M
|